Daniel Apple
Advisor at Apple & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Apple & Associates
Location
Grass Valley, CA 95945
Credentials
CFP®, Series 63
Industry experience
41 years
About
Daniel Apple is a CFP® with 41 years of industry experience, currently serving at Apple & Associates since 2001. He previously worked at Foothill Securities, Inc. and has been involved with Asset Marketing Systems Insurance Services, LLC since 2002 as an insurance sales agent. Apple & Associates provides investment advisory and financial planning services to individuals, trusts, and pension plans, managing approximately $138.1 million in discretionary assets. The firm employs an active investment approach combining fundamental and technical analysis and serves both non-high-net-worth and high-net-worth clients.
Expertise
Based on Apple & Associates
General tax planning
General estate planning guidance
General retirement planning
Wealth management
Fee options
$0 - $500,000: 1.50% $500,001 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $6,999,999: 0.75% $7,000,000 - $9,999,999: 0.50% $10,000,000+: Negotiable
Commissions received from insurance products implemented through associated insurance agents.
Up to $150 per hour for financial planning services, negotiated based on scope and complexity.
Account minimum: $100,000
Location
565 Brunswick Road, Suite 8
Grass Valley, CA 95945
Most active in
Daniel A has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Foothill Securities, Inc.
2014 - 2016 (2 years)
Asset Marketing Systems Insurance Services, Llc
2002 - Present (24 years)
Apple & Associates
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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